Financial Advisor Jargon

noun a person or group that represents or acts on behalf of someone or something

preposition used to indicate the person or thing for which an action is done or on whose behalf it is done

• The lawyer will act for the defendant in court.
• I'll act for you in the meeting tomorrow.
• I'll be your wingman and act for you at the party.
• The mentor will act for the student in navigating their career path.